Morningstar QuoteSpeed Server Manualcorporate.morningstar.com/us/documents/Quotes/QSServerManual54.pdfQuoteSpeed Server Manual Morningstar September 15, 2009 | Version 2.03 Real-T

QuoteSpeed Server Manual

Morningstar September 15, 2009 | Version 2.03

Morningstar, Real-Time Data Business Alderman`s House 34/37 Liverpool St. London EC2M 3UJ England

Contacts Support: [email protected] London +44-207-256-3820 Frankfurt +49-69-50609-110 Amsterdam +31-2062-67010

1 Morningstar | September 15, 2009 | Version 2.03

mailto:[email protected]

1. Revision History

Rev. Date By Description

2.00 09.02.2009 HP QuoteSpeed version 5.04 , rebranding to Morningstar

2.01 11.3.2009 HP Warning RDP

2.02 2.5.2009 HP Feed Monitor subscription display

2.03 15.09.2009 HP Additions for 6th Bugfix Release 5.04


2. Contents 1. Revision History............................................................................................................ 2

2. Contents......................................................................................................................... 3

3. Installation ..................................................................................................................... 6

3.1 Hardware Requirements ............................................................................................ 6 3.1.1 Server.................................................................................................................... 6 3.1.2 Workstation ........................................................................................................... 6 3.1.3 A Selection of DVB Devices.................................................................................. 7

3.2 Installation Procedure ................................................................................................ 8 3.2.1 Hardware installation ............................................................................................ 8 3.2.2 Driver installation .................................................................................................. 8 3.2.3 Software Installation of the DVB card ................................................................... 8 3.2.4 Configuration of DVB card .................................................................................... 8 3.2.5 Dongle installation............................................................................................... 18

3.3 QuoteSpeed® Software Installation......................................................................... 18 3.3.1 QuoteSpeed® Server Installation ........................................................................ 18 3.3.2 Updating an existing version............................................................................... 23 3.3.3 Uninstall .............................................................................................................. 23 3.3.4 Network Installation............................................................................................. 24 3.3.5 Firewall Settings.................................................................................................. 24

4. QS Setup Tool.............................................................................................................. 25

4.1 Dongle...................................................................................................................... 25 4.2 DVB Multi Cast......................................................................................................... 25 4.3 QuoteSpeed ............................................................................................................. 26 4.4 File............................................................................................................................ 26

4.4.1 Delete Feed Server Files .................................................................................... 26 4.4.2 Delete Vista.taf File............................................................................................. 26

4.5 Registry .................................................................................................................... 27 4.5.1 Remove Subscription.......................................................................................... 27 4.5.2 Remove QuoteSpeed ......................................................................................... 27

4.6 Database.................................................................................................................. 28 4.6.1 Init Chart Database ............................................................................................. 28 4.6.2 Init News Database............................................................................................. 28 4.6.3 Init Static Database............................................................................................. 28

5. QuoteSpeed FeedMonitor .......................................................................................... 29

5.1 Getting Started ......................................................................................................... 29 5.2 Display...................................................................................................................... 30 5.3 Menu ........................................................................................................................ 32

5.3.1 File - Export......................................................................................................... 32 5.3.2 Alarm – Configure ............................................................................................... 32 5.3.3 Feedserver – Configure FeedServer .................................................................. 32 5.3.4 Feedserver – Show Subcription.......................................................................... 33

6. QuoteSpeed Server Manual ....................................................................................... 35 6.1.1 File ...................................................................................................................... 36 6.1.2 Database............................................................................................................. 37


6.2 Show ........................................................................................................................ 40 6.2.1 Administration ..................................................................................................... 43 6.2.2 Window ............................................................................................................... 48 6.2.3 Help..................................................................................................................... 48

6.3 Scheduler ................................................................................................................. 48 6.3.1 Introduction ......................................................................................................... 48 6.3.2 Daily scheduled commands ................................................................................ 48 6.3.3 Periodic commands ............................................................................................ 48

6.4 Server Commands ................................................................................................... 49 6.4.1 Adjust .................................................................................................................. 49 6.4.2 Backup ................................................................................................................ 49 6.4.3 Delete.................................................................................................................. 49 6.4.4 Disable ................................................................................................................ 49 6.4.5 Enable ................................................................................................................. 50 6.4.6 Exit ...................................................................................................................... 51 6.4.7 Export.................................................................................................................. 51 6.4.8 Flush ................................................................................................................... 52 6.4.9 Import .................................................................................................................. 52 6.4.10 Init ....................................................................................................................... 53 6.4.11 Load .................................................................................................................... 53 6.4.12 Logout ................................................................................................................. 53 6.4.13 Purge................................................................................................................... 53 6.4.14 Remove............................................................................................................... 54 6.4.15 Rename............................................................................................................... 54 6.4.16 Rerequest............................................................................................................ 54 6.4.17 Restore................................................................................................................ 54 6.4.18 Save .................................................................................................................... 54 6.4.19 Send.................................................................................................................... 54 6.4.20 Set....................................................................................................................... 54 6.4.21 Show ................................................................................................................... 55 6.4.22 Ticker .................................................................................................................. 55 6.4.23 Update................................................................................................................. 55

6.5 Drag & Drop ............................................................................................................. 57

7. QuoteSpeed Chart Server .......................................................................................... 58

7.1 Chart Server Commands ......................................................................................7-60 7.1.1 Adjust .................................................................................................................. 60 7.1.2 Backup ................................................................................................................ 60 7.1.3 Delete.................................................................................................................. 60 7.1.4 Dump................................................................................................................... 61 7.1.5 Disable ................................................................................................................ 61 7.1.6 Enable ................................................................................................................. 61 7.1.7 Export.................................................................................................................. 61 7.1.8 Import .................................................................................................................. 62 7.1.9 Init ....................................................................................................................... 63 7.1.10 Load .................................................................................................................... 63 7.1.11 Merge .................................................................................................................. 63 7.1.12 Purge................................................................................................................... 63 7.1.13 Rename............................................................................................................... 63 7.1.14 Rerequest............................................................................................................ 63 7.1.15 Restore................................................................................................................ 63 7.1.16 Save .................................................................................................................... 64 7.1.17 Show ................................................................................................................... 64 7.1.18 Update................................................................................................................. 64

7.2 Chart Server Database ............................................................................................ 64 7.2.1 Backup Graphic Database.................................................................................. 65


7.2.2 Merge Graphic Database.................................................................................... 66 7.2.3 Import PRN File .................................................................................................. 66 7.2.4 Export PRN File .................................................................................................. 67

7.3 Chart Server Settings............................................................................................... 69 7.3.1 Graphic Tick Start ............................................................................................... 70 7.3.2 Login Enabled ..................................................................................................... 70 7.3.3 Open Interest Chart For Futures......................................................................... 70 7.3.4 Save Quotes ....................................................................................................... 70 7.3.5 Config Chart Update ........................................................................................... 70 7.3.6 Chart Server Load Balancing.............................................................................. 72


3. Installation

3.1 Hardware Requirements

3.1.1 Server

Satellite antenna and LNB supporting DVB signal

Dedicated Server PC with 512 MB RAM, Pentium IV 1 GHz (with full subscription 1 GB RAM)

5 GB Free space on HDD

Free PCI 32 bit slot or appropriate port as required by external DVB receiver

1 free USB port for the QuoteSpeed(tm) dongle

CD-ROM drive

Windows 2000, 2003 or XP

Windows Vista is supported (special dongle drivers needed)

Please note that this is the minimum requirement. Depending on the markets you subscribe to and the type of usage (number of users, number of activated charts, third party software used etc.) the recommended hardware specification may be different. If you have any doubt, please contact the technical department of your local office.

On the PC used as QuoteSpeed Server, there should be no firewall or antivirus software installed. If an Antivirus software is necessary, it needs to be configured carefully not to screen QuoteSpeed data. To configure your antivirus software please refer to the manual of this software.

Computer name for the QS Server must not have more than 15 characters due to windows limitations.

Important: A QuoteSpeed Server machine MUST NOT be accessed by Windows RDP (Remote Desktop). If a remote access is wanted, please use any other tool like Dameware, PC Anywere or VNC.

3.1.2 Workstation

Minimum 56k modem (Broadband recommended)

PC with 128 MB RAM, Pentium III 500 MHz

50 MB free space on HDD (depending on subscription, this might go up to 100 MB)

Windows 2000, 2003 or XP correctly installed

Network connection to Server

If Antivirus software is installed, it needs to be configured carefully not to screen QuoteSpeed data. To configure your antivirus software please refer to the manual of this software.


3.1.3 A Selection of DVB Devices

This table gives an overview of a selection of DVB receiver devices.

Device PCI 32 bit

Slot

USB Port

LAN Port

Win NT Dual Processor

Tested by Morningstar

AX4A DVB1000LAN √ √ √ √

AX4A DVB1000PCI √ √ √ √

Hauppauge! WinTV NOVA √ √ √ **

Hauppauge! WinTV NOVA USB

√ √ **

Technisat SkyStar II √ * √

TechnoTrend TT-DVB Budget (version 1.46b)

√ √ √

can be installed, however installation needs some manual work, therefore we recommend to upgrade Windows before installing this card.

** For Hauppauge! products we recommend to use the drivers 1.46 released on 9.5.2002 or higher (MORNINGSTAR CD).

*** When using the Win TV NOVA with multi processors we recommend to use the driver version 1.46b (MORNINGSTAR CD).


3.2 Installation Procedure In general DVB cards are installed by following these steps

3.2.1 Hardware installation

Unplug the power

Open PC

Put PCI card in PCI slot and fix screws

Close case and plug power cable

Connect satellite cable

USB connectors get connected to USB port without opening the case

Restart the PC

After restarting the PC will detect the new device and ask for the drivers to install

3.2.2 Driver installation

Insert the CD or floppy disk

Point to the drive

Restart PC

3.2.3 Software Installation of the DVB card

• Insert the CD or floppy disk with the card software

• Start the setup.exe

• Follow the install shield and restart

• It is recommended to start the DVB software from the Start up folder.

3.2.4 Configuration of DVB card

The configuration tool is a little bit different for each device

In general you have to configure following settings:

Settings

Satellite: Eurobird 9

Position: 9° east

Transponder 63

Frequency: 11977

Polarization: horizontal

Symbolrate: 27500

• PID: 1076 oder in hex: 0x0434

After configuration the card software will display as small symbol in the lower right corner of the monitor, which changes colour, depending, if data is received or not.


Please refer for installation and configuration of your DVB card to the manual of the respective card. The following instructions give some samples of installations tested by Morningstar, however your card might be delivered with another version of software and drivers, which looks slightly different.

3.2.4.1 Hauppauge products

For Hauppauge products we recommend using the driver version 1.46, released 9.5.2002 or later, if not already delivered with the card. For multi processor PC we recommend to use the driver version 1.46b.

The following reflects the version currently delivered with cards.

Click on New

Give a name i.e. Morningstar, take settings from Hotbird 6

Check the settings, depending on your LNB


Click on Add

Enter PID 1076 and the IP address 225.1.1.1

Click on OK


You see your Entry – not yet receiving data

Check also the filter options, which should look like these:

Check “Setup” and mark both “Hide after start up” and Notify on program closing


Now check “Status” and you should get the light green Smiley and the display for signal quality and signal level.

Click on Hide


3.2.4.2 Technisat SkyStar2

If you use the QuoteSpeed CD for installation, the tuning of the card has been prepared already. You might need to adjust e.g. DiSEqC settings depending on your antenna installation. Please find in the following the complete procedure.

Click on Add

Give a provider name i.e. Morningstar

Click on OK twice.


Click on Transponder Management

Enter the Transponder frequency 10853, and the symbol rate 27500, polarity horizontal.

Press Tune and click on OK.

Click on Data Services.

Enter the PID 1076 or Hex 434 and click on Insert.

Click on Add in the Transponder field.

Select the satellite from the drop down list.

In the Name field type MORNINGSTAR and click OK.


In the field Transponder the Frequency occurs

Click on OK and click on Close

3.2.4.3 AX4A – DVB1000PCI

Click on Transponder and click Modify


Click on On for Dual Oscillator and insert the High LNB 10600 and Low LNB 9750 (depending on your LNB)

Set Tone Burst to On

Click OK, Highlight Transponder, and Click Modify and set the frequency to 10853, symbol rate to 27500 and polarity to horizontal

Click OK and the signal intensity should display


Click on PID

Wait a moment, while the software is screening

When the available PID are displayed, click on 0x0434 and click on Add


0x0434 occurs in the field Active PID, click on Exit

3.2.5 Dongle installation Plug the dongle delivered by Morningstar into the USB port of the PC, which is used for QuoteSpeed®

server. The QuoteSpeed® dongle requires installation of MS Windows 98 SE, NT4 SP 6a, 2000, ME, 2003 or

XP. The dongle supplied for QuoteSpeed® connects to USB port. Please check the following points if you encounter problems during installation of the dongle before

contacting Technical support. Does the PC have an available USB port? If not, you will need to add one. You can get a USB card from Morningstar

or from your local PC dealer. Check in the device manager, if USB device drivers are installed. If not, restart the PC and enable USB support in BIOS. After restart the appropriate drivers will be automatically installed (you may

need your Windows installation CD)

Under Windows NT 4 SP 6a you might not see the USB drivers until QuoteSpeed® Server is installed.

3.3 QuoteSpeed® Software Installation

3.3.1 QuoteSpeed® Server Installation

Double click the QSServer54.exe. After a couple of seconds the install shield appears:


Select the Setup type BroadcastAPI or QuoteSpeedServer depending on the desired usage.

Press Next.

If QuoteSpeed is already installed and still running, all QuoteSpeed applications are automatically closed. Wait a moment.

In case you install BroadcastAPI, some of the windows described in the following instructions will be skipped as they are not needed.

Select the applicable feed source leased line/internet or satellite and press Next.


Depending on your previous choice default values are proposed for the incoming feed. On standard installations there should be no reason to change these. We recommend to contact Morningstar customer support first in case you intend doing this.

The default directory for installation is c:\PROGRAM FILES/MORNINGSTAR/QS. If you are upgrading from previous versions, the current installation directory will be kept.

It is important, that you will always use the same directory, when upgrading etc.


Press Next.

Select a Program folder and press Next.

Select, if you like to save quotes (Bid and Ask Prices within the chart database (for Times& Sales Screen).


The Installation of QS Server is nearly finished. Press Install.

Now decide, whether you prefer icons on your desktop or not.

If upgrading from previous versions, you might be asked to reboot your server. In this case please do so to complete the installation.


3.3.2 Updating an existing version

An update is performed like a new installation. It is important to use the same directory as the existing installation. The CD contains a full version of the program, but only overwrites files, which are newer than the existing ones.

Software updates are sent via satellite to all satellite customers. You can start the messages from MORNINGSTAR News directly by double click on the message header.

A second possibility to start the upgrade is to open Windows Explorer. In the subdirectory /Update of your current QuoteSpeed installation directory you will find the appropriate files. Start them by double click on the file name.

Internet customers will not receive the files automatically. Downloads are available from: http://www.tenfore.com .

3.3.3 Uninstall

To uninstall QuoteSpeed® in a clean way from a PC follow these steps:

<Start> <Settings> <Control Panel>.

Double click on

<Add/Rem… Programs>

icon.

Scroll to “SQLan32“ entry in the alphabetical software List box. Click on it to highlight it.

Press the "Add/Remove“ Button.

Wait until the system has uninstalled the software. All icons, Start Menu entries, and Registry entries as well as the most files will be removed!

Restart your system in order to remove the files which have been in use while uninstalling.

Start the "Windows Explorer“ and delete the QuoteSpeed® directory (e.g. „c:\SQLan32“), because not all files can be removed by the software uninstall.


http://www.tenfore.com/

3.3.4 Network Installation

This version of QuoteSpeed® is designed to run under TCP/IP. If TCP/IP is not installed in your computer, please consult the Windows manuals.

Network cards (hardware) are necessary, if QuoteSpeed Server and QuoteSpeed® (workstation) are installed on different PC’s in a local network. For standalone versions you may simulate the network hardware by software.

You may login a QuoteSpeed Server via Internet.

3.3.5 Firewall Settings

QuoteSpeed® needs to enable Port TCP/18247 to connect via Internet. The connection is built up from the workstation site.


4. QS Setup Tool The QS Setup Tool is a maintenance tool to check QuoteSpeed Server and data reception and perform some system maintenance in case of problems.

During normal work QuoteSpeed Setup Tool should be closed.

Dongle Quote

Speed

DVB Multi

Cast

4.1 Dongle In the upper left corner the serial number of the dongle appears. You need this number for subscription purposes.

The 2 LEDs below show that dongle is working correctly.

If the dongle number is not displayed, no dongle is attached, the USB ports are disabled from the BIOS or an installation conflict with another USB device is occurring.

If the dongle is found, but Tested is read, the dongle might be defective.

4.2 DVB Multi Cast The DVB multi cast field is showing another 2 LEDs for Opened channel is open Data data is received

The chart shows the bandwidth used by the data received with a corresponding numerical display below.

In case the LED data does not blink and no chart is displayed, the QS Setup Tool ((and QuoteSpeed Server) can not locate any data from the data receiver. Errors might be in the installation of the receiver device, conflicts with other network devices, no data reception, due to problem with antenna. Also firewalls or antivirus software installed on this PC might cause this problem.

The Errors display will show lost or corrupted multicast packages. The number is reset every 10 Minutes; however a red LED will not turn green again.

If Errors are occurring, it indicates that either the data reception is not good and antenna setup needs maintenance or the PC might have problems with the system resources, so that the QuoteSpeed Server software (Feed server) does not get sufficient CPU time to read all data.


In case of network receivers, also problems within the network might cause loss of Multicast Packages.

4.3 QuoteSpeed The QuoteSpeed® field shows status of the QuoteSpeed® Server software. Feed Server should start automatically Server starts automatically on PC restart or can be started manually Chart Server starts automatically on PC restart or can be started manually

You can stop and start the software with these buttons.

The white field below will show messages from QS Setup.

4.4 File The following menu points will assist you to do some maintenance work, which might be necessary to restart QuoteSpeed Server in case of failure.

Warning: Only very experienced users should execute these commands without

assistance and advice of Morningstar customer support.

4.4.1 Delete Feed Server Files

This command will initialize the complete real time database. QuoteSpeed server will have incomplete real time data (e.g. wrong High/Low values, wrong or missing Close prices and Net Changes, missing Last and Bid/Ask data) for approximately. 24 hours.

This step is usually only necessary, if Feed server can not start at all.

4.4.2 Delete Vista.taf File

This command will initialize a file called vista.taf.

Usually this will be necessary, if QuoteSpeed server software is not starting correctly and is giving an error message: vista.taf is corrupted.

Vista.taf will be created new on next restart of QuoteSpeed Server software.


4.5 Registry These commands are removing entries from your PC’s registry, which are related to QuoteSpeed Server.



These might be necessary after installation failure.

4.5.1 Remove Subscription

This command is removing an existing subscription from your QuoteSpeed Server. After executing this command please restart your PC and QuoteSpeed Server software, check again the QuoteSpeed Setup Tool that data is received correctly and then call Morningstar to refresh your subscription.

In case you can not contact Morningstar immediately, all subscriptions are sent via satellite various times during the day.

This step might be needed, in case of a “corrupted” subscription or dongle change.

4.5.2 Remove QuoteSpeed

This command removes all QuoteSpeed entries from the registry. You should restart your PC afterwards and reinstall QS Server Software again.

This feature might be needed in case of installation failure or changes in QS installation.


4.6 Database The following commands are used in case of major database problems (e.g. after power failure), where QuoteSpeed Server software can not start.



Initialization of a database will result in loss of the contained data.

4.6.1 Init Chart Database

Initializes the complete Charts database.

As QuoteSpeed Server backs up the Charts database every night. A restore of Charts database from within QuoteSpeed Server can be done, if the reason for this problem lies within current day.

4.6.2 Init News Database

This command will initialise the complete news database. All news history of news is lost only stories received after the initialization can be viewed.

4.6.3 Init Static Database

This command initializes static database. As QuoteSpeed server is backing up this database automatically every night, a restore form within QuoteSpeed server software might be done afterwards, if the reason for the database problems lies within current day.

Morningstar transmits static database every night via satellite, therefore it is recommended to wait for the next transmission, if possible.

Help

Gives information about the software version of QS Setup Tool.


5. QuoteSpeed FeedMonitor Feed Monitor is a tool, which can be used for

Detailed feed bandwidth measurements

Bandwidth logging

Creating Alarms in case of feed outage

5.1 Getting Started On first start Feed Monitor shows the following message

The feed monitor statistics are disabled by default. The feed counters are enabled by confirming Yes in the dialog. If FeedMonitor shall be used, this statistics need to be switched on.

The FeedMonitor by default monitors FeedServer on the local PC. In order to monitor a FeedServer on another PC withinyour network by enter within FeedMonitor.ini for the parameter Address the IP address of this PC.

[Network]

Address=0.0.0.0


5.2 Display

The Picture above shows the FeedMonitor display. A This is the main display for the feed information. The columns show

the following information: # Market, news source or functional service number Name Name of the market, news source or service 5m Records Number of records received during the current five minutes interval. 5m Bytes Bytes received during the current five minutes interval. This column

shows the bytes after decompression and decoding. EstBytes This is the value from the ‘5m Bytes’ column corrected with an

estimated compression factor. It is an estimate for the bytes in raw feed.

Daily Records Number of records received during the current day Daily Bytes Bytes received during the current day. The column shows the bytes

after decompression and decoding. Daily EstBytes This is the value from the ‘Daily Bytes’ column corrected with an

estimated compression factor. It is an estimate for the bytes in the raw feed.

Five minutes counters are reset every five minutes. Daily counters are reset at midnight.


The market and news display shows only market and news source, which have received data during current day.

The service display shows all services which are subscribed in the feed server. Some of the services are used to enable special features and will never display any data. A service name ending with ‘(D)’ indicates a delayed data service.

B This window shows status messages for the feed monitor.

C The buttons in the field ‘C’ select the content of the main display.

D This field shows the system time. The system time shows ‘Eastern Standard Time’ (New York). The time record can be received without any subscription and updates every 10 seconds. It indicates that the feed server receives the feed.

E The bandwidth shown in field ‘E’ is the complete raw feed before the feed decoder.

F Field ‘F’ shows the complete bandwidth after decompression and decoding and after the subscription check. An application using BroadcastAPI should be able to handle the bandwidth shown in this field.


5.3 Menu

5.3.1 File - Export

The values of the main display may be exported to a text file.

5.3.2 Alarm – Configure

Feed monitor can generate audible and visual alarm, if the connection to the feed server is lost or if no data is received for the specified number of seconds. The dialog above allows to configure the alarm function. Alarm Enabled to enable or disable alarm Beep on Alarm to enable message beep periodically Show Message on Alarm to enable a visiual on screen alarm message Alarm Period Timeout period for Alarm. Alarm is triggered if no updates from the

feed server are received for the specified number of seconds. Feed contains a heartbeat message every 10 seconds containing system time. The alarm period should be set to a minimum of 10 seconds in order to avoid false alarms outside market hours.

Alarm Timer This specifies the period for the alarm beep.

5.3.3 Feedserver – Configure FeedServer

The data sampling for the feed monitor is done by FeedServer. FeedMonitor receives the information and displays it. This dialog allows configuring the connected FeedServer. 32 Morningstar | September 15, 2009 | Version 2.03

FeedMonitor enabled to enable/disable the feed counters in the FeedServer. There will be no feed information available, if this field is disabled. For performance reasons it is recommended to disable this function as long as no measurements needed.

Save statistics to enable /disable saving of feed statistics within txt files by the FeedServer, file formats are described below.

Use local computer time to enable/disable usage of local PC time for statistics, default value is system time (EST)

Keep files for numbe of days Statistics will be automatically deleted by housekeeping functionality according to these settings.

5.3.4 Feedserver – Show Subcription

The show subscription command opens a window, which displays e complete dongle subscription similarly to te Server functionality.

If all subcriptions are identical a summary column is displayed and the total number of users is displayed above.


Statistic Files

Statistic files are saved in directory FeedMonitor and its subdirectories.

There are global data files, which save statistics for the complete feed server and files for a single market, news source or service.

The global data files contain the following information: Date Time Raw Records Raw Bytes Unp. Records Unp. Bytes Mkt. Records Mkt Bytes News Records News Bytes

Date and time specify the start of a five minute interval. Raw bytes and records are counted before the feed decoder. Unpacked records and bytes are counted after feed decoding and decompression. Market and News bytes and records are counted after subscription check.

The single market, news source or service data file contain: Date Time Records Bytes Est. Raw Bytes

Date and time specify the start of a five minute interval. Records and bytes are counted after t decoding and subscription check. ‘Est. Raw Bytes’ uses an estimated compression factor to calculate the contribution of this service to the raw feed.

The following directories are updated:

FeedMonitor: The top directory contains a global data file with daily updates

FeedMonitor\Global: This directory contains global data files with five minutes updates.

FeedMonitor\Markets: This folder contains files for each market, which are updated every 5 minutes. The format of the file name is:

Mnnn_yy_mm_dd.txt ‘nnn’ market number ‘yy’ two digit year number ‘mm’ month ‘dd’ day

News and service file names are constructed in a similar way.

FeedMonitor\MarketsDaily: Market data files with daily update

FeedMonitor\News: News data files with five minutes updates

FeedMonitor\NewsDaily: News data files with daily updates

FeedMonitor\Services: Data files for services with five minutes updates

Feedmonitor\ServicesDaily: Data files for services with daily updates


6. QuoteSpeed Server Manual This manual describes the QuoteSpeed® Server Software and your possibilities to use this powerful tool in addition to the workstation software.

QuoteSpeed Server Software should be installed according to chapter 3.3.1 QuoteSpeed® Server Installation on the PC carrying the Satellite receiver card.

You open QuoteSpeed Server with the red QuoteSpeed Server Icon. QuoteSpeed Server software should run continuously 24 hours every day to receive and store data. Please do not switch off a PC with where QuoteSpeed Server is installed.

Reception from Feedserver Message window

Network Input

Network Output

User Information Transmission to Feedserver
FeedserverStatus
System Time

35 M

Mes

Status

NetNetUseFee

DatErroBlocFramVer

QuoStocOptFutuFore

Command Line

orningstar | September 15, 2009 | Version 2.03

sage Window shows general Informa

Network I/O Line

work Input News received from nework Output News sent from serverr Information shows users connected Server Status shows Feed Server sta

a Transfer and decoding: rs not used ks total received data bloce not used

sion Version of Feed server

teSpeed Server real-time Database ks number of stocks and

ions number of options avares number of futures avaix number of Forex symb

tion.

FeedserverI/O

twork. to network. d to server with used configuration. tus. Explanation of displayed fields:

ks

bonds available ilable lable ols available

Statistics for QuoteSpeed Server Decode maximal length of cue for received data Request maximal length of cue for incoming commands Output maximal length of cue for data sent to the server Memory size of server database in Bytes.

The displayed values are reset every 9 minutes.

Feed Server status is displayed also in workstation software (refer to chapter Error! Reference source not found. Error! Reference source not found.).

Reception from Feed Server shows data packages received from Feed Server. Transmission To Feed Server shows data packages sent to Feed Server. Command Line shows entries made by user. Status Line shows the name of the window the mouse pointer is on. Feed Server I/O LED’s indicate data received from Feed Server or sent to Feed

Server. Network I/O LED’s indicate data received from network or sent to network. System Time displays system time. Menu

6.1.1 File

6.1.1.1 Load command from

Loads and executes a file, which may contain any command of QuoteSpeed Server.

6.1.1.2 Load Scheduler

Loads the default scheduler file "scheduler.sch".

6.1.1.3 Load Scheduler from

Loads any valid scheduler file.

6.1.1.4 Load ini File

Loads the program parameters from the file Winserv.ini.

6.1.1.5 Save ini File

Saves the program parameters to the file Winserv.ini.

6.1.1.6 Exit

Terminates Server.


6.1.2 Database

6.1.2.1 Graphic

Commands related to the Chart database should preferably be executed from the QuoteSpeed Chart server. Please see also chapter QuoteSpeed Chart Server

6.1.2.2 News

Initialize Database Administrator login required News Database to be initialized completely, this will delete News

history Restore Database To rebuild news database from scratch (stories test files will be

reused) Purge Database To delete expired stories from News database. This command is

executed automatically once per day as housekeeping procedure. Set Days to Keep To set the number of days news history should be kept at server.

Setting can be done per service Show News Record Shows 3 statistical parameters of News Database and the % in

relation to the maximum available entries. In case this goes anywhere near 100%, adjust the days to keep.


6.1.2.3 Static Data

Initialize Complete Database All your static database information will be initialized. Init Forex Database To initialize the tree settings for FOREX instruments Both of the above require Administrator login first. Backup Database To backup static database. This is done once per day automatically as

a part of the housekeeping procedure. Restore Database To restore the latest backup

6.1.2.4 User

Export To export the complete user database to file


Import To import user database from a file exported e.g. at another server. Import will add accounts and change accounts according to settings as in file, however no deletions will be done.


6.2 Show

Events Shows the active scheduler events.

at 1:50:0 EDT <1,2,3,4,5> purge news database

at 2:0:0 EDT <1,2,3,4,5> purge files

at 2:0:0 EDT <1,2,3,4,5> update trading hours

at 2:0:0 EDT <1,2,3,4,5> update stock database

at 2:0:10 EDT <1,2,3,4,5> update forex database

at 17:30:0 EDT <0,1,2,3,4> backup control database Expiration Date Shows the creation and expiration date of your server version.

Refresh Date: 23.10.2004 Expiration Date: 31.12.2010

Feed Server Statistics

Shows IP Addresses and traffic statistics between each connected

feed server and QuoteSpeed server. Statistics are reset every 10 Minutes.

Ini File Shows the content of your winserve.ini file. The ini can be used to change many of the system variables, if you open from notepad.

Warning: We recommend contacting our customer support for recommendations before changing any entry within this file.


Pipes Shows information about the CDataPipe objects, which are used for the internal communication inside the Server.

Server Information Gives information about the server configuration and some important

variables.

Threads Shows CPU information for the QuoteSpeed Server worker thread. User Information Shows information about the connected users. Chart Server Info Gives information about the subscription received from all connected

Chart Servers. Chart Servers are identified by the last digits of their IP address (on the sample screenshot that is 100.59)

The list below shows all markets with following values:

R realtime subscription

D delayed subscription


. no subscription


6.2.1 Administration

Login Opens a login dialog box, which allows a user with administrator

rights to login into the server. Several menu options are not available unless an administrator is logged in:

Configuration Management

User Accounting

Password Mode

Initialization of Databases No password is required to login into the server, if no user accounts

are available. Be sure, that the first account you create has administrator rights.

Logout The administrator is logged out of the server. The logout is also executed automatically after a timeout period.

Configurations Opens the configuration management dialog. The administrator may rename configurations, and may reserve configurations for certain users. Configurations allows to work with predefined market and news packages.


Soft User configuration: QuoteSpeed® offers the ability, to dedicate special configurations to

each single user. The first method called “hard” user configurations is used as default

setting. The subscription ordered for each workstation is set by MORNINGSTAR and may not be influenced by user.

Example: NYSE NASDAQ FOREX Cfg. 1 x x Cfg. 2 x x

Workstation 1 has NYSE and NASDAQ, workstation 2 has NYSE and FOREX

Soft User Configuration: This method registers all services available for first user. The

workstation first logged in has NYSE, NASDAQ and FOREX, the second gets NYSE only. This method is useful in connection with use of Password mode Account or All and User Accounts, where you may set markets and services manually.

Password Mode The password mode specifies if the server expects a password from users to connect.

None no password is required 44 Morningstar | September 15, 2009 | Version 2.03

External users from outside the local network segment need a password Account Each User has to login by entering a valid account name. A password

is not required for users from local network. All all users need a password User Accounting Allows creating and modifying user accounts.

The account name has to be unique.

The minimum length for a password is 6 characters.

User Rights specifies, what this user is allowed to do:

Basic -The user may not modify any database information.

Local -The user is allowed to add charts to the Chart database.

Power -The user is allowed to add, edit and delete charts, and to edit the content of the charts.

Administrator -May perform any database operation and manage the user accounting and the configuration access.

Delete to delete the selected User Account Refresh to refresh login display Print to print the selected user account Export to export the selected user Account into a file: Accountname.txt

Under properties you may find different tabs to edit user account and access to markets and services. Markets, News and Services The administrator may limit the access of user to certain markets,

news sources and special services.

Mark the market or service and press Add or Add All to give access and Remove or Remove All to cut access to a service.

You may edit as many user accounts as you like independently from the number of workstations ordered. The number of users allowed to login simultaneously cannot exceed the number of workstations ordered.

If you give access to a special market to more user accounts than have been ordered, only the users who login first can access this market.



Show SubscriptionThis command is showing the complete subscription for this server.

Number of users

Markets, which are subscribed realtime show an X, not subscribed shows a dot .

Markets subscribed delayed show D.

With Save file, you can export the table to a text file, Journal File exports the data to server.jou and Print prints it on paper.

Especially on servers with many different subscriptions this information might be helpful for user accounting.

For easy navigation in this screen especially with big subscriptions use PageUp, PageDown and Escape keys


6.2.2 Window Arrange Windows Resizes all windows to a default setup according to the selected fonts.

Default Settings Sets the size of the server windows and the fonts to the default settings. Font Line Windows Selects the font for all windows which are used to print lines. XY Windows Selects the font for all windows where information has to be printed at

specific xy positions. Journal File The message sources for the journal file can be selected.

6.2.3 Help Contents Shows a help file. About Gives some information about this QSServer version.

6.3 Scheduler

6.3.1 Introduction

The Server program contains a scheduler which allows executing every server command available periodically or at a certain times.

The Server loads a set of scheduler events from the default scheduler file "scheduler.sch" during the server start-up. It stores the active scheduler commands to the same file, when the server is closed.

6.3.2 Daily scheduled commands

Execute any server command(s) every day at a specific time.

Format:

at [date] hh:mm:ss zone <dow1,dow2,...> cmd 1 [; cmd 2]

The specified command(s) will be executed every day at the given time. The second part is optional.

The optional date (enclosed in square brackets) specifies the weekday on which the command should be executed. This date has a higher precedence than the weekday list. I.e. the command will be executed even if the corresponding weekday is disabled.

The date must be in the format: [dd.mm.yy].

The time zone specification following the time is also optional and defines the time zone of the given time. Currently supported time zone values are:

LOC - local computer time

EDT - eastern day time (NY)

Additionally between '<>' a comma separated list of weekdays can be specified on which the command should be executed. By default Monday to Friday is activated.

0 = Sunday, 6 = Saturday.

The command(s) must not be enclosed in single or double quotes.

Several commands can be specified in a single event.

6.3.3 Periodic commands

Perform periodically any valid Server command(s).

Format: 48 Morningstar | September 15, 2009 | Version 2.03


every mm:ss [from-to] zone <dow1,dow2,...> cmd 1 [; cmd 2]

The specified command will be executed periodically every mm minutes. The optional seconds part '.ss' (must be separated by a colon) specifies in which 10 seconds of the minute it should be executed i.e. 10:20 means, every 10 minutes whenever the current minute is 20 seconds old.

The optional time range (enclosed in square brackets []) specifies from when to when the command should be executed periodically. The format is [hh:mm-hh:mm].

The time zone specification following the time range is also optional and defines the time zone of the given time range. Currently supported time zone values are:

LOC - local computer time

EDT - eastern day time (NY)

Optionally between '<>' a comma separated list of weekdays can be specified on which the command should be executed. By default Monday to Friday is activated.

0 = Sunday, 6 = Saturday.

The command must not be enclosed in single or double quotes.

Several commands can be specified in a single event.

6.4 Server Commands The following commands can by entered at the command line of the server window. The commands are not case sensitive.

6.4.1 Adjust Adjust Graphics symbol <symbol, date, factor> Multiplies a chart up to the specific date by a factor. Adjust Greek Charts to Euro Converts Greek Drachma charts to EURO. This command works only

once and only after January 1, 2001

6.4.2 Backup Backup Graphic Database Creates a copy of all Chart database files. The default backup

directory is named "backhist", but this default can be set to another value by the user. This command is executed by the default scheduler file.

Backup Graphic Database to <directory> Create a copy of all Chart database files in the specified directory.

6.4.3 Delete Delete Graphic Symbol Delete hash symbol deletes a symbol from real time database Delete Graphic Period market: <market code> sec:<SecType> from:<date[time]> to:<date[time]> deletes chart data for a specific period for all symbols of a market Delete Inactive Graphic Symbols <number of days for timeout> Deletes all charts, which did not have updates for the specified

number of days. It is recommended to make a backup before this command is applied.

6.4.4 Disable Disable Backup of Graphic Database The backup of the Chart database is disabled. This overrides

the "backup Chart database" command.

Disable Control Transactions The transaction mechanism of the database allows the recovery of the files after a program crash, but makes the database access slower. Using control transactions may cause problems during the database update at night.

Disable Forex at Weekend Forex trades are not stored in the Chart database at the weekend. Disable Graphic Symbol <Symbol> Disable Graphic Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower. Disable Journal Login Disable Journal Message Disable Journal Network Disable Journal Statistics Disable Journal Transstatus Disable Journal Transputer Disable Login Disable News in Transputer for <source> Disable News Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower. Disable Print TransOut Comp Disables the printing of Comp messages for ranking screens in the

transputer output window. Disable Print TransOut Graph Disables the printing of Graph messages in the transputer output

window. Disable Print TransOut News Disables the printing of News messages for each line in the transputer

output window. Disable Print TransOut Real Disables the printing of News messages for each line in the transputer

output window. Disable Print TransOut Ticker Disables the printing of Ticker messages for each ticker trade in the

transputer output window. Disable Serial OMI

6.4.5 Enable Enable Backup of Graphic Database Enables the backup of the Chart database. The command

"Backup Chart database" does not work unless it is enabled. Enable Control Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower. Using control transactions may cause problems during the database update at night.

Enable Forex at Weekend Forex trades are stored in the Chart database at the weekend. Enable Graphic Symbol <Symbol> Enable Graphic Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower. Enable Journal Login Enable Journal Message Enable Journal Network Enable Journal Statistics Enable Journal Transstatus Enable Journal Transputer Enable Login Enable News in Transputer for <source> Enable News Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower. Enable Print TransOut Comp Enables the printing of Comp messages for ranking screens in the

transputer output window. Enable Print TransOut Graph Enables the printing of Graph messages in the transputer output

window. Enable Print TransOut News Enables the printing of News messages for each line in the transputer

output window. Enable Print TransOut Real Enables the printing of News messages for each line in the transputer

output window.


Enable Print TransOut Ticker Enables the printing of Ticker messages for each ticker trade in the transputer output window.

Enable Serial OMI

6.4.6 Exit Exit Terminates the server.

6.4.7 Export

Export Graphic symbol <symbol> <time> <output file>

<symbol>:

There are 3 different ways to specify the symbol:

-symbol name A symbol name like MSFT or DBKif.

-"*" Exports all symbols.

-mmm:s mmm is a number, which specifies a market. s is the security type.

The following markets are currently defined:

126 USA

150 UK

180 Swiss

200 Germany

202 Netherlands

212 Greece

The possible security types are:

0 any type

1 stocks and indices

2 options and future options

3 Futures

4 Bonds

5 Forex

(Example 200:1 means all stocks and indices from market 200)

<time>:

The time field specifies the intervals to be exported. It may contain the following the constants:

a all intervals

w Weekly

d Daily

h Hourly

m Minutes

It is possible to use more than one interval and multipliers in this field.

(Example d3h20m means daily + 3 hours + 20 minutes)

<output file>:


This field may contain a directory name (with terminating "\") or a complete file name. A file name is created from the symbol name for each symbol, if a directory is specified (example MSFT.prn DBKif.prn). Export hash table Default input file Markets.lst

Export hash table from <input file>

Export user database to <file name> to export all user accounts into a file

6.4.8 Flush Flush Graphic Cache Stores the Chart information in memory to the Chart database.

6.4.9 Import Import old MORNINGSTAR Format Imports data files(*.exp), which have been created with the

histexp program from older versions of the database. Import PRN format filename,symbolname,interval

Filename Name of the import file

Symbol name Name of the symbol

Interval length of the interval in minutes (Example 1 day = 1440)

Example: Import PRN Format c:\data\MyData.PRN,USDEx,1440

It is possible to omit the symbol name and the interval, if they are specified in the file:

Example: Import PRN Format c:\data\MyData.PRN,, Separators The program supports SPACE, COMMA and TAB as separators.

There may only be one kind of separator in each line but different lines can have different separators.

Header lines Header lines may contain additional information to store more than one symbol or more than one interval in the same file.

Supported Formats Symbol Name Example: USDEx Symbol Name,Interval Example: USDEx,1440 String,Symbol Name Example: S,USDEx String,Symbol Name,Interval Example: S,USDEx,1440 Data lines Data lines must have the following structure:

[STRING],[SYMBOL],DATE,[TIME],VALUES,VOLUME, [OPEN INTEREST]

STRING, SYMBOL, TIME, OPEN INTEREST are optional but the order of the fields is important.

STRING May contain any no numeric values.

SYMBOL The name of the symbol.

DATE Possible formats are YYMMDD, YY/MM/DD, YY\\MM\\DD, and YY.MM.DD. A four digit year number is possible, if the year is at the third position. A ':' is not allowed as separator. The default order of the fields is year.month.day , but the program will find the order, if one year value is larger than 31 and one day value is larger than 12.

TIME Possible formats are HH:MM:SS (hour, minute, second), HH:MM, HH:MM:SS AM, and HH:MM PM.


VALUES Values may consist of 3 or 4 float format numbers. The following orders of values are supported:

OPEN,HIGH,LOW,CLOSE

HIGH,LOW,CLOSE,OPEN

CLOSE,OPEN,HIGH,LOW

HIGH,LOW,CLOSE

Volume Volume must be one integer number.

OPEN INTEREST Open Interest must be one integer number.

Some Examples: 960112,23.04,23.12,23.01,23.11,2344

D USDEx 15.07.96 14:00:00 1.7000 1.6923 1.6967 0 0

SP4M 04/28/94 12:33PM 453.550 449.300 450.300 53990 Import User Database from <file name> Imports the user accounts from a file. New accounts will be created

and existing accounts will be updated. No accounts will be deleted.

6.4.10 Init Init Control Database Initializes your static database. Init Graphic Database Initializes all Chart database files. All information stored in the Chart

database is lost! Init News Database Initializes all news database files. All information stored in the news

database is lost! This command is executed by the default scheduler file each weekend.

Init Option Database for FFM Init Database for USA Initializes all option database files. All information stored in the option

database is lost! This command is executed by the default scheduler file each weekend.

6.4.11 Load Load Commands From <filename> Loads commands from a file. This file can contain any valid

server command. The default extension for this file is *.cmd. Load ini file Loads the program parameters from the file Winserv.ini. Load Scheduler Loads the default scheduler file "scheduler.sch". Load Scheduler from <filename> Loads the specified scheduler file.

6.4.12 Logout Logout <user> Logs the specified user out. <users> has to be the number or the

name of the user.

6.4.13 Purge Purge Files Scans the directories specified in [FileCleanup] section for expired

files and removes them. The structure of the ini file section is:

[FileCleanup]

Elements=Number of directories specified.

Element1=Data\\Test,*.cfg,7,1

The first entry is the directory name. The directory can be absolute or relative to the QuoteSpeed® install directory.

The second parameter defines the file names to check.

The third parameter gives the number of days a file will be kept.

The fourth parameter is a flag, which defines if subdirectories are scanned. (1 - Yes, 0 - No)


Purge all Graphic Symbols Releases unused disk space from the Chart database files.

Purge News Database Deletes all news, which are older than the NewsKeepDays parameter in the ini file.

6.4.14 Remove Remove Graphic Symbol

6.4.15 Rename

Rename Graphic Symbol <old symbol> To <new Symbol> Changes the symbol for an existing chart.

6.4.16 Rerequest Rerequest Graphic

Symbols Request all symbols with Charts from the transputer, which have not responded yet.

Rerequest all Graphic Symbols Request all symbols with charts from the transputer.

6.4.17 Restore Restore Graphic Database Copies all Chart database files from the backup directory to the

working directory.

Warning: All Data received after the last backup is going to be lost! Restore Static Database Copies all static database files from the backup directory to the

working directory. Restore Graphic Symbol <symbol> <symbol> can be a single symbol or a * for all charts. This command

will check the chart information. It is checking for the correct order of ticks and will remove ticks, which are later than current date. The process will be interrupted after each symbol to process other commands for the chart database. It may run for several hours for big chart databases, but the charts will continue updating. The chart update for the workstations may be several seconds delayed during this process.

6.4.18 Save Save Graphic cache Save ini File Saves the program parameters to the file Winserv.ini. Save FeedServer ini File Saves the FeedServer parameters to the file Feedserv.ini.

6.4.19 Send Send <message> Sends a message to all stations. Send to <number> <message> Sends a message to one workstation.

6.4.20 Set Set Default OMI File Name to <filename> Set Graphic Backup Dir to <directory> Sets the Chart backup directory to another value. The default

backup directory is "backhist". Set Graphic Tick Start Mode to <mode> Specifies the method which is used to calculate the start time

of a new tick interval.


0 The interval starts with full time interval.

Example: If a stock has a trade at 9.33 and a trade at 10.46, the hour intervals would start a 9.00 and 10.00 .

1 The intervals start with the start of the trading session.

Example: If the trading session starts at 9.30 for the example above, the hour intervals would start at 9.30 and 10.30.

2 The intervals start always with a new trade.

Example: The hour intervals would start at 9.33 and 10.46 for the example above.

Set News Saving Interval to <number> Set Password Mode to <mode> Sets the security level for workstations, which connect to the server.

NONE No password is required.

EXTERNAL A password is required for users from outside the local network.

ALL A password is required for all users.

6.4.21 Show Show Broadcast Socket Shows the network socket number the server uses to broadcast to all

workstations. Show Events Shows the active scheduler events. Show Expiration Date Shows the creation and expiration date of your server version. Show Feedserver To display feedserver connectivity statistics. Show Fundamental Data for <symbol> To display all fundamental data for the given symbol. Show Ini File Shows the content of your ini file. The ini can be used to change many

of the system variables. Show Login Socket Shows the network socket number, which is used by the stations to

initialize the communication with the server. Show Number of Invalid Records Shows the number of invalid records the server has read from

the transputer. Show Pipes Shows information about the CDataPipe objects, which are used for

the internal communication inside the QuoteSpeed Server. Show Receive Socket Shows the network socket number the server uses to receive direct

data packets from the stations. Show QuoteSpeed Server Name Shows the server name. Show Send Socket Shows the network socket number, the server uses to send direct data

packets to the stations. Show Server Gives information about the server configuration and some important

variables. Show Threads Shows CPU information for the QuoteSpeed Server worker thread.

This command does not work under Windows 95. Show Time Shows the local and east cost time. Show Total Number of Records Shows the number of records read from the transputer. Show Users Shows information about the connected users.

6.4.22 Ticker Ticker <market> Ticker off

6.4.23 Update Update Forex Database Recalculates the tree structure for the Forex database. Update Future Graphic Installs charts for all futures in the database, which are activated by

the "Activate Future" dialog in the workstation. Update Stock Database Recalculates the tree structure for the stock database. Update Trading Hours The server receives the information about trading hours for new charts

from a file WinData.ini, which is updated via satellite feed. “Update


Trading Hours” applies the actual settings to existing charts. This command is by default executed once per day through scheduler file.


6.5 Drag & Drop

A drag & drop functionality for Quote Speed Server executes following commands:

On drop of a *.prn file Import

On drop of a *.dat file Load Data File

On drop of *.udb file Import of user database

On drop of *.sch file Load scheduler

On drop of *.cmd file Load commands from


7. QuoteSpeed Chart Server

QuoteSpeed Chart server starts automatically on startup of the PC. It can be started manually from the icon or from the QS Setup tool.


Chart Database: the upper area is updating every second Charts No. of Charts available Req.Send No. of requests to feed server Data Received No. of updates received from feed server Chart Update No. of Charts updated Chart to Disk No. of accesses to HDD Pipes: Display of the Pipes related to Chart Server, the Colour Display is

completed by the actual No. of waiting packets. High priority High Priority Pipe is used data collection realtime Medium priority Medium Priority Pipe is used normal user requests, system functions. Low priority This pipe is used for processes taking longer time and running in

background like export, backup etc. Display display in chart server window Feed Input from feed server Network Input from Server (incl. client requests) Up time Chart Server Uptime in days, Hours, minutes and sec. Feed Time should be updating every 10 sec. Connected Servers with their packet statistics, updated every 10 sec. Message window: the message window reports e.g. error messages, tasks, commands

and requests. The messages are logged within the Chart Server Journal files in the sudirectory Journal with file name QSCS_YYMMDD.txt.

Command line The Command line can be used for all commands related to Chart database. You find a list of most often used commands in the menu Commands. To use the Commands from the menu click on them, they are entered in the command line. Then set necessary parameters by overwriting the placeholders.

Confirm with SEND.

7-59 Morningstar | September 15, 2009 | Version 2.03

7.1 Chart Server Commands

7.1.1 Adjust Adjust Graphics symbol <symbol, dd.mm.yyyy, factor> Multiplies a chart up to the specific date by a factor.

7.1.2 Backup Backup Graphic Database Creates a copy of all Chart database files. The default backup

directory is named "backhist", but this default can be set to another value by the user. This command is executed by the default scheduler file.

Backup Graphic Database to <directory> Create a copy of all Chart database files in the specified directory.

Backup Graphic Database from:dd.mm.yyyy:hh:mm to:dd.mm.yyyy:hh:mm file:<filename> days:<number of days backwards> Creates a backup file with the extension .bck for a specified period of time. This file can be used for database merge in another server.

7.1.3 Delete Delete Graphic Symbol <Symbol> deletes the specified symbol from Chart Database Delete Graphic Period market:<market code>

sec:<SecType> from:<date[time]> to:<date[time]> deletes chart data for a specific period for all symbols of a market Delete Inactive Graphic Symbols < days > Deletes all charts, which did not have updates for the specified

number of days. It is recommended to make a backup before this command is applied.

Delete Inactive Graphic Symbols <days> and Empty Symbols Deletes all charts, which did not have an update for the specified

number of days or have never received an update.

7-60 Morningstar | September 15, 2009 | Version 2.03

7.1.4 Dump Dump Graphic Symbol <symbol> dumps all the related values for the specified chart into file

DumpSymbols.txt

7.1.5 Disable

Disable Backup of Graphic Database The backup of the Chart database is disabled. This overrides

the "backup Chart database" command. Disable Forex at Weekend Forex trades are not stored in the Chart database at the weekend. Disable Graphic Symbol <Symbol> Disable Graphic Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower.

7.1.6 Enable Enable Backup of Graphic Database Enables the backup of the Chart database. The command

"Backup Chart database" does not work unless it is enabled. Enable Forex at Weekend Forex trades are stored in the Chart database at the weekend. Enable Graphic Symbol <Symbol> Activates a chart for the given symbol. Enable Graphic Symbol <Symbol> id:<Field ID> Activates a chart for the given symbol and field id combination. Enable Graphic Transactions The transaction mechanism of the database allows the recovery of the

files after a program crash, but makes the database access slower.

7.1.7 Export

Export Graphic symbol <symbol> <resolution> <output file>

<symbol>:

There are 3 different ways to specify the symbol:

-symbol name A symbol name like MSFT or DBKif.

-"*" Exports all symbols.

-mmm:s mmm is a number, which specifies a market. s is the security type.

The charts can be specified by georegion, e.g. please check for complete

table Error! Reference source not found. Error! Reference source not found.

126 USA

150 UK

180 Swiss

200 Germany

202 Netherlands

212 Greece

The possible security types are:

0 any type

1 stocks and indices

2 options and future options 61 Morningstar | September 15, 2009 | Version 2.03

3 Futures

4 Bonds

5 Forex

(Example 200:1 means all stocks and indices from market 200)

<time>:

The time field specifies the intervals to be exported. It may contain the following the constants:

a all intervals

w Weekly

d Daily

h Hourly

m Minutes

It is possible to use more than one interval and multipliers in this field.

(Example d3h20m means daily + 3 hours + 20 minutes)

<output file>:

This field may contain a directory name (with terminating "\") or a complete file name. A file name is created from the symbol name for each symbol, if a directory is specified (example MSFT.prn DBKif.prn).

7.1.8 Import Import PRN format filename,symbolname,interval

Filename Name of the import file

Symbol name Name of the symbol

Interval length of the interval in minutes (Example 1 day = 1440)

Example: Import PRN Format c:\data\MyData.PRN,USDEx,1440 It is possible to omit the symbol name and the interval, if they are specified in the file: Example: Import PRN Format c:\data\MyData.PRN,, Separators The program supports SPACE, COMMA and TAB as separators.

There may only be one kind of separator in each line but different lines can have different separators.

Header lines Header lines may contain additional information to store more than one symbol or more than one interval in the same file.

Supported Formats Symbol Name Example: USDEx Symbol Name,Interval Example: USDEx,1440 String,Symbol Name Example: S,USDEx String,Symbol Name,Interval Example: S,USDEx,1440 Data lines Data lines must have the following structure: [STRING],[SYMBOL],DATE,[TIME],VALUES,VOLUME,

[OPEN INTEREST]

STRING, SYMBOL, TIME, OPEN INTEREST are optional but the order of the fields is important.

STRING May contain any no numeric values.

SYMBOL The name of the symbol.

DATE Possible formats are YYMMDD, YY/MM/DD, YY\\MM\\DD, and YY.MM.DD. A four digit year number is possible, if the year is at the third position. A ':' is not allowed as separator. The default order of the fields is year.month.day , but the program will find the order, if one year value is larger than 31 and one day value is larger than 12.


TIME Possible formats are HH:MM:SS (hour, minute, second), HH:MM, HH:MM:SS AM, and HH:MM PM.

VALUES Values may consist of 3 or 4 float format numbers. The following orders of values are supported:

OPEN,HIGH,LOW,CLOSE

HIGH,LOW,CLOSE,OPEN

CLOSE,OPEN,HIGH,LOW

HIGH,LOW,CLOSE

Volume Volume must be one integer number.

OPEN INTEREST Open Interest must be one integer number.

Some Examples: 960112,23.04,23.12,23.01,23.11,2344

D USDEx 15.07.96 14:00:00 1.7000 1.6923 1.6967 0 0

SP4M 04/28/94 12:33PM 453.550 449.300 450.300 53990

7.1.9 Init Init Graphic Database Initializes all Chart database files. All information stored in the Chart

database is lost!

7.1.10 Load Load ini file Loads the program parameters from the file Winserv.ini.

7.1.11 Merge Merge Graphic Database <filename>

Merges the file into the existing database. Data in the existing data will not be overwritten, only additional ticks are implemented.

7.1.12 Purge Purge Graphic Database Releases unused disk space from the Chart database files.

7.1.13 Rename

Rename Graphic Symbol <old symbol> To <new Symbol> Changes the symbol for an existing chart.

7.1.14 Rerequest Rerequest Graphic Symbols Request all symbols with Charts from the transputer, which have not

responded yet. Rerequest all Graphic Symbols Request all symbols with charts from the transputer.

7.1.15 Restore Restore Graphic Database Copies all Chart database files from the backup directory to the

working directory.

Warning: All Data received after the last backup is going to be lost! Restore Graphic Market <grg>,<sec>,<interval>,<start date>,<enddate>


Restores longer intervals of chart database for specified georegion, security type, from the available history of a shorter interval as specified.

Restore Graphic Symbol <symbol> <symbol> can be a single symbol or a * for all charts. This command

will check the chart information. It is checking for the correct order of ticks and will remove ticks, which are later than current date. The process will be interrupted after each symbol to process other commands for the chart database. It may run for several hours for big chart databases, but the charts will continue updating. The chart update for the workstations may be several seconds delayed during this process.

7.1.16 Save Save Graphic cache Save ini File Saves the program parameters to the file Winserv.ini.

7.1.17 Show Show Events Shows the active scheduler events. Feedserver Displays Feedserver IP address of the currently used feed server in

the message window Info for <symbol[,field id]> Displays statistical information for the saved history of the requested

symbol in the message window

Show Pipes Shows information about the CDataPipe objects, which are used for

the internal communication inside the QuoteSpeed Server.

7.1.18 Update Update Trading Hours The server receives the information about trading hours for new charts

from a file WinData.ini, which is updated via satellite feed. “Update Trading Hours” applies the actual settings to existing charts. This command is by default executed once per day through scheduler file.

Save Quotes Applies actual default settings to all existing charts to save Bid/Ask data in the Tick By Tick interval for Times and Sales Display

7.2 Chart Server Database This menu supports a row of database maintenance dialogs:


7.2.1 Backup Graphic Database

QS Chartserver by default creates a daily backup for the complete history in a scheduled task. However in some cases an additional full or partial backup might be useful.

It is recommended not to overwrite the default file, but to specify a dedicated filename or path, when creating a manual backup.

You can either backup the complete history or only a specific period of time: Backup Previous Days: To specify the number of days backwards from current date. Backup Period: To specify the exact dates and time, when to start.

The backup is always done for all instruments and all intervals. When a selection of instruments is needed, you may use the export functionality instead. Backup files though are much better compressed than export files.


7.2.2 Merge Graphic Database

The typical situation, where this functionality is used, is a feed outage. The merge function inserts additiona ticks into the exisiting history.

You can use this function during open markets as the merge command does not interfere with realtime updates.

Merge command needs a file with the extension .bck created by another QS Chartserver version 5.0.

Just browse for the file you like to merge and click on open.

7.2.3 Import PRN File

This function imports a prn file created by another QS server with the export function.

PRN files created with older versions can be imported.

Just browse for the file and click on open.


7.2.4 Export PRN File

The export function creates ASCII files from the QuoteSpeed Chart database.

File name To define a target file name and path. Time To specify the time period for which the history should be exported.

Since version 5.0 time fields are supported in addition to date. Intervals To select the intervals to export. Only default intervals are supported.

Tick Data intervals are supported starting with QS version 5.0. Filter To select instruments by georegion (country) and/or security type Available symbols To select instruments by symbol, Multiple selections are supported.

All selected isntruments are displayed under Export Symbols after clicking on Add or Add All


7.2.4.1.1 Activate Markets

The market activation allows the user to create charts for all symbols of a security type in specific market. This command may only be executed by a user with administrator rights.

The dialog shows a list of all available markets separated by security types. Number Shows the number of known symbols for this category. To activate / deactivate a market double click the market name and press Apply. You will get a

warning, if disc space is low. Hard Disk space neeed to activate markets can be enormous and is depending on the markets as well as the days of history to keep, mainly in tick by tick interval. (All markets need more than 100 GB per day tick by tick data).

It is recommended to use this feature very careful as the activation of many charts might use system resources. HDD speed and size is a limiting factor in many cases CPU usage can be in other cases.

A new chart will be created after the next trade of a symbol without existing chart. Even new symbols are detected by the market activation.

If you deactivate a market, you will get the opportunity to delete the charts created by the market activation. This will delete only charts from the deactivated category which have been created automatically. Charts created manually by a user will not be affected.

7.2.4.1.2 Show Symbol


This command opens below screen in order to view and check the saved history at chart server without or before exporting.

Enter symbol and field ID for the requested chart and then select the interval. If the requested history contains a lot of data (especially in the tick by tick resolution of very active symbols) it may take a moment before all data is loaded to the screen.

7.3 Chart Server Settings

From the menu settings some chart database settings can be set


7.3.1 Graphic Tick Start

Specifies the method which is used to calculate the start time of a new tick interval. Fixed The interval starts with full time interval. Example: If a stock has a

trade at 9.33 and a trade at 10.46, the hour intervals would start a 9.00 and 10.00.

Trading Session The intervals start with the start of the trading session. Example: If the trading session starts at 9.30 for the example above, the hour intervals would start at 9.30 and 10.30.

with new Trade The intervals start always with a new trade. Example: The hour intervals would start at 9.33 and 10.46 for the example above.

7.3.2 Login Enabled

This setting can be used to enable or disable login of QS Servers for maintenance works. Before using this tool it is recommended to specify a backup Chart Server in the winserv.ini with parameter:

ChartServerIpAddress=192.168.100.59|192.168.100.68

The backup Chart server is inserted with it’s IP Address after the vertical slash. Backup Chart Servers need their own Dongle and subscription.

7.3.3 Open Interest Chart For Futures

This setting activates a charting of the Open Interest field for all Futures symbols, which are activated from the moment this feature is set.

7.3.4 Save Quotes

This switch determines whether quotes are saved in the Charts database or not.

To save quote data in Charts database makes them access able through Times&Sales Screen, however it shortens the history of trade data saved Tick by Tick.

7.3.5 Config Chart Update

QuoteSpeed® Chart Update Service supports creation of new charts and intervals as well as deletion of Intervals and single Ticks. These functions will need manual interference only in very rare cases. 70 Morningstar | September 15, 2009 | Version 2.03

To change settings in this option you need to be logged in as administrator. The dialog offers following parameters:

Chart Creation Enable creation of intervals Enables creation of intervals over the feed. (Default = ON) Enable creation of charts Enables creation of charts over the feed. (Default = ON) Create always a new chart The automatic creation of new charts over the feed will be used only in

very special cases. This switch allows the user to create a new chart for all symbols updated over the feed. Please use this option with care, because it will increase the size of the Chart database and may cause a heavy load to the server. (Default = OFF)

Enable deletions Deletion of Intervals Enables the deletion of intervals over the feed. (Default = ON) Deletion of Ticks Enables the deletion of ticks over the feed (Default = ON) Disable chart update completely The chart update service is completely disabled if this switch is

checked. (Default = OFF)


7.3.5.1.1 Chart Default Settings

Default settings for chart database applicable for all new charts can be set here.

The section Default settings for new charts allows to set the number of days, this interval should be saved for.

It is possible to set one additional interval.

7.3.6 Chart Server Load Balancing

Chart Server load balancing has been introduced with software versions

Winserver.exe 5.01.13

QSChartServer.exe 5.01.07

for the usage of QuoteSpeed Server and Chart Server within a Server farm (more than 1 server and chart server with the same subscription set are available within the same network segment).

Within “Winserv.ini file set the parameter

[Network] ChartServerIpAddress=192.168.100.02|192.168.100.03|192.168.100.04

To include the IP addresses of chart servers, that a QuoteSpeed server may use. Older version of the server will try to connect to each the addresses one after the other, until the server is able to connect to a chart server. QS Server will always start with the first address.


The new version of QS Server will use another algorithm, if more than one Chart server address is available in the list. QS Server will send a direct IP packet to each address in the list. The Chart Server will answer with an IP packet, which contains the number of servers connected and the CPU usage.

QS server waits for maximum of 10 seconds or until all Chart Servers have answered. If more than one server has answered, it will take the chart server with the lowest value of:

(NumberOfServers + 1) / (120 – CpuUsage)

QS Server will use the old method to connect to a Chart Server, if no Chart Server has answered. A Chart Server where “Login Enabled” is unchecked, will not respond to a request from a server.

WinServ.ini:

[Network] ChartServerIpAddress=192.168.100.02|192.168.100.03|192.168.100.04 ChartServSocket=17159 ChartServIpSocket=17415

ChartServerIpAddress specifies the Chart Servers available for this QS Server.

ChartServSocket is the socket number for the TCP connection between QS Server and Chart Server. QS Server will send the IP packet for the balancing to socket number ChartServIpSocket in the Chart Server. The byte order for both socket numbers has to be swapped, to get the network socket numbers.

QSChartServer.ini

[Network] ServerChartSocket=0x4307 ServerChartIpSocket=0x4407

The IP and TCP socket for the communication between QS Server and Chart Server are also available in the Chart Server ini file. The socket numbers must be the same as the socket numbers in WinServ.ini.


Documents

Morningstar QuoteSpeed Server Manualcorporate.morningstar.com/us/documents/Quotes/QSServerManual54.pdfQuoteSpeed Server Manual Morningstar September 15, 2009 | Version 2.03 Real-T